Financial Advisors सार्वजनिक
[search 0]
अधिक
Download the App!
show episodes
 
We break down the complex world of financial planning into real, relatable conversations. Hosted by Tyler Hafford and the team at Penobscot Financial Advisors, we explore how thoughtful planning can help you take control of your finances—so your money can support the life you’re living today while building the future you’ve always imagined. To view our disclaimers and privacy policy: https://penobscotfa.com/disclosures-privacy/
  continue reading
 
Artwork

1
Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

icon
Unsubscribe
icon
icon
Unsubscribe
icon
मासिक+
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
  continue reading
 
Welcome to Makin' It- Your weekly source for Financial and Educational Insights! Hosted by Neil Kreisel, CFA, a former Wall Street analyst and Professor of Finance and Investment, and Dianne Duva, a Certified Financial Planner and founding Partner of Arlington Financial Advisors, Makin’ It brings you insightful, thought-provoking conversations with successful educators, entrepreneurs, economists, authors, social scientists, and industry leaders. Each week, we explore the financial, education ...
  continue reading
 
Artwork

1
The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

icon
Unsubscribe
icon
icon
Unsubscribe
icon
साप्ताहिक
 
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
  continue reading
 
Artwork

1
Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

John De Goey (a podcast covering financial literacy, financial advisors & wealth)

icon
Unsubscribe
icon
icon
Unsubscribe
icon
साप्ताहिक+
 
Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
  continue reading
 
Artwork

1
Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

icon
Unsubscribe
icon
icon
Unsubscribe
icon
मासिक
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
  continue reading
 
Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
  continue reading
 
Artwork

1
EmpowHER by SYM Financial Advisors

SYM Financial Advisors

icon
Unsubscribe
icon
icon
Unsubscribe
icon
मासिक
 
The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
  continue reading
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
  continue reading
 
Artwork

1
Plan for Life with Canby Financial Advisors

Canby Financial Advisoes

icon
Unsubscribe
icon
icon
Unsubscribe
icon
मासिक
 
Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
  continue reading
 
Artwork

1
Financial Advisors Advantage

Brett McDonell - Financial Advisor Sales & Marketing Ally

icon
Unsubscribe
icon
icon
Unsubscribe
icon
मासिक
 
Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
  continue reading
 
Loading …
show series
 
We're back with another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin unpacks the mindset and habits that drive high-performing financial advisors toward lasting personal and professional growth. Drawing from influential books like Relentless, Atomic Habits, and Mindset, Jon shares how mastering self-talk and integra…
  continue reading
 
Jordan breaks down his three-phase approach to 30 min consultation—Uncover, Orient, and Direct—to help financial advisors maximize value delivery and client satisfaction when time is limited. Learn practical techniques for gathering essential information while making clients feel heard and validated.…
  continue reading
 
With Joel Guth Founder and CEO, Gryphon Financial Partners Overview Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners. He shares how that transition allows them to create a $3B firm designed around turning client problems…
  continue reading
 
Are your wealth decisions based on reality—or outdated assumptions? Most investors stick with traditional strategies like 60/40 portfolios or chase headlines, but today’s markets—especially in resources—demand something far more nuanced. In this episode, we go inside the mind and process of Onno Rutten, Vice President and Portfolio Manager at MacKe…
  continue reading
 
In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions. For full show notes, see kitces.com and thesocietyofadvice.com.…
  continue reading
 
In this episode of Dollars to Dreams, host Tyler Hafford is joined by Hannah Tackett, Chief Operations and Compliance Officer at Penobscot Financial Advisors, to unpack what’s new with Social Security in 2025. Social Security touches almost every American household, and the 2025 updates include headline-making changes and some lesser-known details.…
  continue reading
 
In this episode of Healthy Wealth, Chris Hall speaks with Dr. Jimmy Moley, a sports psychiatrist, about the critical intersection of mental health and performance. They discuss the importance of mental health for athletes and executives, the role of anxiety in performance, and techniques for managing it. Dr. Moley emphasizes the significance of phy…
  continue reading
 
Have you ever wondered how to lead your doctor clients with more confidence and connection? In this podcast, listen in on Dr. Vicki Rackner’s presentation as she shares The Connection Prescription—a set of practical leadership skills to help financial advisors build trust, simplify complexity, and communicate with greater impact. For more tips and …
  continue reading
 
Have you ever considered music royalties as part of your investment portfolio? Most investors stick to the usual suspects—stocks, bonds, mutual funds—because that’s what they know. But what if you’re missing out on a high-performing, low-volatility income stream that’s been hiding in plain sight? In this episode, we dive into music royalties as a p…
  continue reading
 
Jordan discusses the number one reason advisors struggle to unlock the next stage of growth: understanding what their clients’ “main thing” is—what’s relevant to them. Learn how to avoid the cycle of sad solutions and build a client journey and business that is what your clients actually want.द्वारा Elements
  continue reading
 
With Tony Parr, Founding Partner of The Parr McKnight Wealth Management Group Overview Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA. Listen in… > Download a tran…
  continue reading
 
Are you really diversified — or just following outdated portfolio models? If you've never considered music royalties as part of your investment strategy, you're not alone — but you're likely missing out. In this episode, John talks with David Vankka, President and CFO at ICM Asset Management and lead manager of the Crescendo Music Royalty Fund. The…
  continue reading
 
Who really gets access to good financial advice — and who’s left behind? Financial resilience shouldn't be a privilege. In this episode, we explore how underserved and underrepresented communities — from LGBTQ+ individuals to visible minorities — are often excluded from the guidance they need most. You’ll discover: Why traditional financial systems…
  continue reading
 
Jordan welcomes Abby Morton to the show to introduce a soon to be release feature—Elements AI Assessments! You’ll get Jordan’s raw reaction to this feature as he and Abby explore the importance of data confidence, focused instead of comprehensive assessments, and the value of conversational client deliverables. If you want to attend our webinar int…
  continue reading
 
Are you only thinking about financial literacy in terms of dollars and cents—and missing the people behind the numbers? This episode dives deep into how financial literacy and empowerment are evolving in Canada, especially for marginalized, neurodivergent, and underserved populations. John welcomes William Moores, President of CAFE (Canadian Associ…
  continue reading
 
We're back with another episode of Quantum Growth for Financial Advisors! This week, host Jon Kuttin dives into the critical topic of self-leadership and personal development—essential skills for any financial advisor looking to grow both professionally and personally. In this episode, Jon explores the 10-20-70 model of adult learning, emphasizing …
  continue reading
 
Have you ever wondered how to speak with your doctor prospects and clients about burnout? In this podcast, listen in on Dr. Vicki Rackner's presentation she made for doctors. For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook. Follow us…
  continue reading
 
Are you trusting your financial advisor to guide you through uncertainty — without ever questioning their integrity? In an era defined by volatility, uncertainty, complexity, and ambiguity (VUCA), it’s not just strategy that matters. It’s who you trust to deliver it. In this episode, we explore why honesty and integrity are non-negotiable traits in…
  continue reading
 
Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can take to ensure value adds actually add value.द्वारा Elements
  continue reading
 
In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life. For full show notes, see kitces.com and thesocietyofadvice.com.
  continue reading
 
With Jason Diamond & Louis Diamond Overview A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by…
  continue reading
 
Do you really need a financial planner—or can you do it yourself and still build lasting wealth? If you’ve ever second-guessed the value of hiring a certified financial planner, this episode might change your perspective. In this deeply personal and practical conversation, consultant and speaker Doug Dvorak shares how decades of professional succes…
  continue reading
 
Listen to María Ballesteros Sola, Associate Professor Of Management at California State University Channel Islands, Entrepreneurship & Small Business Institute's Director
  continue reading
 
Tyler Hafford and Hannah Tackett of Penobscot Financial Advisors break down the real meaning of a recession—how it’s defined, how it feels, and what the current economic data is signaling in 2025. The episode offers historical context and practical insight, from reflections on COVID’s sharp downturn to today’s tariff-fueled uncertainty. It delivers…
  continue reading
 
Are you asking the right questions before taking financial advice? Most people assume their financial advisor is giving well-researched guidance — but is it actually backed by data, or just dressed-up sales? In this episode, we explore the major difference between selling financial products and offering evidence-based financial planning. With insig…
  continue reading
 
In this Redding Financial Advisors podcast episode, Chris Hall interviews Jacob Bobenmoyer, the long snapper for the Las Vegas Raiders. Jacob shares his journey from a military family in Wyoming to becoming an NFL player, discussing his college experience, the transition to professional football, and the unique role of a long snapper. He emphasizes…
  continue reading
 
Jordan explores a unique, 12-month new client onboarding process with Thomas Meek, Director of Operations and Financial Planning at PandoWealth, an RIA that works exclusively with Chick-Fil-A franchise owners and corporate employees. During this conversation we discuss a three meeting onboarding process, a detailed description of a 12-month onboard…
  continue reading
 
With Doug Fritz – Co-Founder and Executive Chairman, F2 Strateg Overview The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key e…
  continue reading
 
What if the most important wealth decision you ever make isn’t about what you invest in—but when and why? In this compelling episode, financial educator Jason Watt breaks down the myths and evidence around RRSP vs TFSA decisions, why deferring CPP to age 70 may be the smart default, and how flawed planning assumptions can destroy wealth faster than…
  continue reading
 
This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…
  continue reading
 
Who gets real financial advice—and who gets left behind? In this episode of Make Better Wealth Decisions, we dive into the powerful mission behind the Canadian Foundation for Financial Planning (CFFP). John De Goey shares how this volunteer-driven organization is tackling one of the biggest blind spots in financial services: the lack of access to q…
  continue reading
 
Jordan discusses a transformative shift in his sales approach, focusing on the power of the "desired future state" question in prospect conversations. He shares how asking prospects to envision their success three years into the future helps uncover both intangible long-term goals and specific tangible needs, allowing for more meaningful and client…
  continue reading
 
In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices. For full show notes, see kitces.com and thesocietyofadvice.com.…
  continue reading
 
With Ted Jenkin – Co-Founder, JPTD Partners Overview What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now. Listen in… > Download a transcript of t…
  continue reading
 
Are wealth decisions only for the wealthy? What happens when financial planning is out of reach for the communities that need it most? In this episode, we dive deep into the launch of a bold new initiative changing that reality—the Canadian Foundation for Financial Planning (CFFP). Financial resilience isn't about having more—it's about knowing mor…
  continue reading
 
Tyler Hafford and Hannah Tackett break down key updates every investor should know—from Secure Act 2.0’s game-changing provisions like Roth 401(k) matches and 529-to-Roth transfers, to the fast-approaching 2025 expiration of current tax laws. With timely insights and practical examples, they show how to leverage today’s rules to minimize future tax…
  continue reading
 
In this episode of the Redding Financial Advisors podcast, Chris Hall interviews Tanner Rice, a local Jiu-Jitsu instructor with a rich background in martial arts. Tanner shares his journey from childhood training in Jiu-Jitsu to competing at high levels, including his experiences in Brazil. He discusses the transition from being a competitor to a t…
  continue reading
 
Is investing the best way to build wealth—or is there something more powerful? This week, we unpack a different perspective: how networking—not just investing—can have the greatest long-term impact on your wealth, career, and life. Inspired by The Ripple Effect by David Tsubouchi, this episode looks at how meaningful relationships, community servic…
  continue reading
 
Protect Your Wealth While Living Abroad ✅ Lower Costs | ✅ Better Investments | ✅ Easier Taxes 💡 Learn why keeping your U.S. accounts (and address!) is the smartest move for expats. 🌍 Why Americans Living in Mexico, Spain, France, or Italy Should Keep Their Investments in the US — and Keep a U.S. Address 📅 Book a Free Consultation Living abroad come…
  continue reading
 
Protect Your Wealth While Living Abroad ✅ Lower Costs | ✅ Better Investments | ✅ Easier Taxes 💡 Learn why keeping your U.S. accounts (and address!) is the smartest move for expats. 🌍 Why Americans Living in Mexico, Spain, France, or Italy Should Keep Their Investments in the US — and Keep a U.S. Address 📅 Book a Free Consultation Living abroad come…
  continue reading
 
Jordan welcomes Abby Morton to the program to talk about how to sell an employee financial wellness program to employers. In this episode you’ll learn the data behind the opportunity for employer-sponsored financial wellness programs as well as… What motivates employers to purchase a financial wellness service What motivates employees to engage wit…
  continue reading
 
With Brett Oley and Ryan Kinser, Co-Founders and Managing Partners — Oley Kinser Concierge Wealth Overview Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker deale…
  continue reading
 
Is your networking strategy helping—or quietly holding back—your wealth and purpose? In this episode, former cabinet minister and author David Tsubouchi reveals why integrity-based networking is more powerful than any LinkedIn strategy or business card blitz. Drawing from his new book The Ripple Effect, he shares how real relationships—not transact…
  continue reading
 
Loading …

त्वरित संदर्भ मार्गदर्शिका

अन्वेषण करते समय इस शो को सुनें
प्ले